SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)293,626,427.0
- RAUM (discretionary)283,784,413.0
- Actionable assets287,305,644.0
- Accounts (total)473.0
Institutional Clients
- Government AUM—
- Pension AUM37,458,713.0
- Charitable AUM310,637.0
- HNW AUM245,817,520.0